HomeMutual FundsNippon India Hybrid Bond Fund Growth

Overview (as on 09 Apr 2021)

NAV

₹41.0908

1y returns

12.433%

Fund AUM

₹835 Cr

Expense Ratio

1.9%

Min SIP

₹100

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Nippon India Hybrid Bond Fund Growth
₹0
-Infinity% projected returns
HDFC Hybrid Debt Growth
₹0
-Infinity% projected returns
ICICI Prudential Regular Savings Fund Growth
₹0
-Infinity% projected returns
SBI Debt Hybrid Fund Regular Growth
₹0
-Infinity% projected returns
UTI Regular Savings Fund Regluar Plan Growth
₹0
-Infinity% projected returns
Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (10.23%)
Debt & Cash (89.77%)
Sector Allocation
Financial Services
38.27%
Tech
15.24%
Energy
12.49%
Defensive
7.20%
Basic Materials
6.62%
Industrials
6.59%
Consumer
6.36%
Health
3.11%
Communication
2.07%
Utilities
2.06%
Size Breakup
Large Cap
96.87%
Small Cap
3.13%

Key Metrics

Yield to Maturity 

10.0%

Modified Duration 

1.93 yr

Sharpe Ratio 

-0.33

Std deviation 

6.28%

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"The primary investment objective of the Scheme is to generate regular income in order to make regular dividend payments to unit holders and the secondary objective is growth of capital."
Scheme Name
Nippon India Hybrid Bond Fund Growth
Scheme Document
Click Here
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
29 December, 2003
Fund Manager
Amit Tripathi
Fund House Details
Fund House
Nippon Life India Asset Management Ltd
Email
NA
Phone
+912230994699
Address
Reliance Capital Asset Management Ltd.,One India Bulls Centre - Tower One,,11th & 12th floor, Jupiter Mills Compound,,Elphinstone Road,

Peer Funds

HDFC Hybrid Debt Growth  

HybridConservative AllocationRegularHigh Risk

1 yr returns

22.11%

AUM

₹2,434 Cr

Expense Ratio

1.89%

ICICI Prudential Regular Savings Fund Growth  

HybridConservative AllocationRegularHigh Risk

1 yr returns

17.37%

AUM

₹3,006 Cr

Expense Ratio

1.79%

UTI Regular Savings Fund Regluar Plan Growth  

HybridConservative AllocationRegularModerately High risk

1 yr returns

23.95%

AUM

₹1,614 Cr

Expense Ratio

1.8%

Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth  

HybridConservative AllocationRegularModerately High risk

1 yr returns

29.22%

AUM

₹1,202 Cr

Expense Ratio

2.01%

SBI Debt Hybrid Fund Regular Growth  

HybridConservative AllocationRegularModerately High risk

1 yr returns

23.90%

AUM

₹1,074 Cr

Expense Ratio

1.24%

Nippon India Hybrid Bond Fund Growth

NAV

₹41.0908

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    error

    Fund has low quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Amit Tripathi
Amit Tripathi

Manager

Qualifications
B.Com(H), PGDM
Work Experience
"Over 12 years of experience in capital markets 2003 - till date Reliance Capital Asset Management Limited Fund Manager -Fixed Income (Managed various fixed income funds, both open ended and closed ended, across tenors and duration buckets. Active involvement in related activities of risk management, investment and valuation policy framework.) 1999 - 2003 The New India Assurance Co. Limited : Assistant Admin Officer - Investment Dept. (Part of the team managing fixed income and mutual fund investment portfolios.) 1998 - 1999 Sun Invest Associates Limited : Analyst - Equity Market Research 1997 - 1998 CFS Financial Services Pvt. Limited: Equity Research & Arbitrage Trading"
Sushil Budhia
Sushil Budhia

manager

Work Experience
"null"
Sanjay H Parekh
Sanjay H Parekh

leader

Work Experience
"null"
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